SRJC Course Outlines

7/22/2019 3:27:14 PMBMG 55 Course Outline as of Summer 2019

Changed Course
CATALOG INFORMATION

Discipline and Nbr:  BMG 55Title:  FINANCIAL ANALYSIS  
Full Title:  Fundamentals of Financial Analysis
Last Reviewed:10/8/2018

UnitsCourse Hours per Week Nbr of WeeksCourse Hours Total
Maximum3.00Lecture Scheduled3.0017.5 max.Lecture Scheduled52.50
Minimum3.00Lab Scheduled06 min.Lab Scheduled0
 Contact DHR0 Contact DHR0
 Contact Total3.00 Contact Total52.50
 
 Non-contact DHR0 Non-contact DHR Total0

 Total Out of Class Hours:  105.00Total Student Learning Hours: 157.50 

Title 5 Category:  AA Degree Applicable
Grading:  Grade or P/NP
Repeatability:  00 - Two Repeats if Grade was D, F, NC, or NP
Also Listed As: 
Formerly: 

Catalog Description:
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Introduction to financial concepts in order to interpret financial reports, including balance sheets, income statements and statements of cash flows. Evaluate financial data using key financial ratios and breakeven analysis. Calculate return on investment and variances to evaluate profit potential.

Prerequisites/Corequisites:


Recommended Preparation:
Eligibility for ENGL 100 or ESL 100

Limits on Enrollment:

Schedule of Classes Information
Description: Untitled document
Introduction to financial concepts in order to interpret financial reports, including balance sheets, income statements and statements of cash flows. Evaluate financial data using key financial ratios and breakeven analysis. Calculate return on investment and variances to evaluate profit potential.
(Grade or P/NP)

Prerequisites:
Recommended:Eligibility for ENGL 100 or ESL 100
Limits on Enrollment:
Transfer Credit:CSU;
Repeatability:00 - Two Repeats if Grade was D, F, NC, or NP

ARTICULATION, MAJOR, and CERTIFICATION INFORMATION

Associate Degree:Effective:Inactive:
 Area:
 
CSU GE:Transfer Area Effective:Inactive:
 
IGETC:Transfer Area Effective:Inactive:
 
CSU Transfer:TransferableEffective:Fall 2013Inactive:
 
UC Transfer:Effective:Inactive:
 
C-ID:

Certificate/Major Applicable: Both Certificate and Major Applicable



COURSE CONTENT

Student Learning Outcomes:
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Students will be able to:
1. Explain and analyze financial statements and related information
2. Evaluate business operations using key financial ratios
3. Analyze business profitability and determine profit potential
4. Interpret cash flow projections

Objectives: Untitled document
Upon completion of the course, students will be able to:
1. Explain and analyze balance sheets, income statements and statement of cash flows
2. Analyze financial statements using key financial ratios
3. Calculate breakeven points
4. Calculate return on investment
5. Trace cash flow through a business operation
6. Understand the budgeting process

Topics and Scope
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I. Understanding Financial Statements and Related Information
    A. Balance sheet
    B. Income statement
    C. Statement of cash flows
    D. Generally Accepted Accounting Principles (GAAP)
    E. The annual report
II. Analysis of Financial Statements and Business Profitability
    A. Key financial ratios
    B. Profit centers
    C. Overhead allocations
    D. Cash flow projections
III. Decision-Making to Improve Results
    A. Breakeven
    B. Return on Investment (ROI)
    C. Capital expenditures
IV. Financing Sources
    A. Debt
    B. Equity
    C. Leverage
V. Business Planning and the Budget
    A. Strengths, Weaknesses, Opportunities, and Threats analysis (SWOT)
    B. Budgeting process

Assignments:
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1. Reading of textbook and other resources, 25-45 pages per week
2. Written homework, such as exercises, calculations, and analyses, 3-5 pages per week
3. Evaluate 2-5 different business models using the measurement methods in the text
4. Case studies evaluated in written form (5 - 7)
5. Project presentations, orally presented in class or through Discussions online (1 - 3)
6. Exams (2 - 3) and final exam

Methods of Evaluation/Basis of Grade.
Writing: Assessment tools that demonstrate writing skill and/or require students to select, organize and explain ideas in writing.Writing
20 - 30%
Written homework
Problem solving: Assessment tools, other than exams, that demonstrate competence in computational or non-computational problem solving skills.Problem Solving
20 - 30%
Case studies and business model projects
Skill Demonstrations: All skill-based and physical demonstrations used for assessment purposes including skill performance exams.Skill Demonstrations
10 - 20%
Presentations
Exams: All forms of formal testing, other than skill performance exams.Exams
20 - 40%
Exams and final
Other: Includes any assessment tools that do not logically fit into the above categories.Other Category
0 - 5%
Attendance and Participation


Representative Textbooks and Materials:
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The Essentials of Finance and Accounting for Nonfinancial Managers. 3rd ed. Fields, Edward. American Management Association. 2016

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